UBS today announced that 21 advisor teams in the firm’s
Philadelphia D.C. Wealth Management Market have been named to the
2024 Forbes Best-in-State Wealth Management Teams list.
“It is truly gratifying to see so many of our talented advisors
receive national recognition for their hard work and dedication to
clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS
Private Wealth Management. “On behalf of myself and the UBS
leadership team, we congratulate each of these advisors for this
prestigious industry achievement and applaud their professional
accomplishments.”
The advisor teams named to the list are:
Wickham Cash Partners (Charlotte, N.C.): Mitchell
Wickham, Greg Cash, Trevor Hoke, Ron Bryson and North Moore
CenturyPlus Wealth Management Group (Philadelphia):
Thomas Janke, Matthew Boynton, Robert Hutchinson Jr., David
Marshall and Amanda Bagnoli
Cohen Leib Robinson Spilove Investment Group
(Philadelphia): Lewis Cohen, Ryan Leib, Robert Leib, Jonathon
Leib and Jane Robinson
LongBernsteinGunderson (New York City, Dallas and
Philadelphia): Ryan Long, Brad Bernstein, Louise Gunderson and
Nina Gunderson
The Garvey-Clark Wealth Management Group (Conshohocken,
PA): John Garvey, Matthew Clark and Brady Hooper, Jr.
J-Squared Wealth Management Group (Conshohocken, PA):
John C. Williams Jr. and John Weilnau
Nastasi-Cannon Wealth Management Group (Conshohocken,
PA): James Nastasi and Carrie Cannon
Newtown Wealth Management (Newtown, PA): Kevin Young and
Karen Robbins
Envision Capitol Wealth Management (Washington, D.C.):
Todd Nichols, Robert Wright, Patricia Van Kirk, Kevin Bruening and
Megan Kondos
Haffner Wealth Management Group (Washington, D.C.): Barry
Haffner and Alex Haffner
K Street Partners (Washington, D.C.): Patrick M. Adams,
Kristina N. Bakis, Alexis George and Jorge Balboa
Liberty Capitol Group (Washington, D.C.): Sandra
Cunningham, Holidae Hayes, Leland Bishop, Leif Springer and Brock
Van Selow
The Capital ESOP Group (Washington, D.C.): Keith Apton
and Nick Francia
Washington Wealth Management (Washington, D.C.): David
Andreadis, Vic Seested III., Karen Ben-Shlaush and Richard
Haskin
Boundary Rock Wealth Management (Bethesda, MD): Jamie
Ingoe, Donald Chomas, Russell Rifkin, David Bowie and Jeffrey
Schweighoffer
The Atlantic Capital Group (Bethesda, MD): Charles H.
Cooper, Mary T. Stiles-Hendler and Mitchell R. Cooper
The Boyle Anderson Group (Bethesda, MD): Skip Anderson,
Elaine Flanigan, Ron Chesney, Chick Anderson and Charlie
Anderson
The Hando Adams Group (Bethesda, MD): Timothy J. Hando
and Jason S. Adams
The Hutson Polcaro Group (Bethesda, MD): James Polcaro
II., Michael Brick and Christopher Casey
Prism Wealth Management (Hunt Valley, MD): David Stack,
Mitchell Brown and Sean McElroy
Potomac Wealth Group (McLean, VA): Powell Hill and Arthur
Chase
The second annual 2024 Forbes Best-in-State Wealth Management
Teams list is comprised of over 4,100 teams that collectively
manage $5.1 trillion of assets. The ranking algorithm is based on
qualitative and quantitative criteria including phone and in-person
interviews, compliance records and revenue generated for their
firms.
For the full list and further information, visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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